Enter Representatives for Opportunity | Enter Representatives for Activity

Explanation

This activity is used to specify who is responsible for an opportunity or activity. The Main Representative check box on the Business Opportunity/Representatives tab or the Business Activity/Representatives tab indicates which of the records has the main responsibility. When the opportunity or the activity is created, the current user will automatically be added as the main representative.

Prerequisites

• The business opportunity header or business activity header must have been entered and saved.
• The representatives must have been entered on the CRM and SRM Basic Data/Representative tab.
• To add representatives from a group, a representative group must have been entered on the CRM and SRM Basic Data/Representative Group tab.

System Effects

As a result of this activity, responsible persons are connected to the business opportunity or business activity.

Window

Business Opportunity
Business Activity

Related Window Descriptions

Business Opportunity
Business Opportunity/Representatives
Business Activity
Business Activity/Representatives
Add From Representative Group

Procedure

1. Open the Business Opportunity/Representatives tab or the Business Activity/Representatives tab.

To add one representative:

2. Create a new record.
3. Enter a representative ID in the Representative ID field. The representative name will be automatically retrieved.
4. Optionally, select a Representative Role.
5. Save your changes.

To add several representatives from a group:

2. Right-click and then click Add From Representative Group. The Add From Representative Group dialog box is displayed.
3. Enter Representative Group in the Representative Group field. Click the List to use the List of Values to find a representative group or enter it manually. The representative group name and the representatives in the selected group will be automatically retrieved.
4. Confirm by clicking OK.